When you open the Lists section, you see your lists organized in rows within a table. You can also group lists into folders for easier management. The dashboard has two top-level tabs: Contacts and Companies.
Dashboard Columns
Each row in the table represents a list and displays the following information:
Column | Description |
Name | The name of the list. |
Contacts (or Companies) | The total number of contacts (or companies) in the list. |
Created by | The user who created the list. |
Associated Companies (Contacts tab) | The number of companies linked to the contacts in that list. |
Associated Contacts (Companies tab) | The number of contacts linked to the companies in that list. |
Folder | The folder where the list is located, if applicable. |
Tags | Tags assigned to the list for classification and filtering. |
Last Update | The date and time of the most recent modification. |
Note: In the Contacts tab, there are often more contacts than companies because multiple contacts can belong to the same company. In the Companies tab, there may be more companies than contacts if some companies do not yet have associated contacts.
Search and Filters
Above the table, you have the following tools to locate specific lists:
Search bar — Search by list name.
Created by — Filter by the user who created the list.
Tags — Filter by specific tags.
Folders — Filter by folder location.
List Actions (Three-Dot Menu)
At the far right of every row there is a three-dot button. Clicking it opens a menu with the following options:
Share — Opens a settings panel on the right side. Here you can edit the Name and Description of the list, and manage Access and Permissions (select which users have visibility).
Settings — Access additional list configuration.
Delete — Permanently remove the list.
Bulk Actions on Lists
When you select one or more lists using the checkbox at the left of each row, a bottom bar appears with the following actions:
Action | Description |
Campaign | Add the selected list(s) to a campaign. A modal lets you filter campaigns by Name, Creation Date, Identity, Status (Running, Paused, Draft, Archived, Scheduled), and Tags. |
Export | Export the list to CRM, CSV, or Excel. |
Merge | Combine multiple lists into one. Only active when more than one list is selected. |
Add to folder | Move the selected list(s) to a folder. |
Trash icon | Delete the selected list(s). |
